See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $91,425 |
CAP FINANCIAL PARTNERS, LLC5 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $31,500 |
ODONONOGHUE & ODONOGHUE LLP4 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $17,096 |
Filed as: BARATZ & ASSOCIATES Service code 10 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $15,820 |
FISCHER DORWART, P.C.4 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $7,500 |
FOX ROTHSCHILD LLP3 years Service code 29 · EIN 23-1404723 | Legal | $5,059 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,778 | $80,724+73.2% | $103,333+35.3% | $74,495+87.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.13% | 27.56%-9.4pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $11,175 | $3,157+253.9% | $3,868+188.9% | $2,623+326.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $610 | $2,368-74.2% | $8,355-92.7% | $1,942-68.6% |